Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
DoubleLine ETF Trust (DMX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: DMX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.74% | Avg. Invested days 117 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.03 - 50.43 | Updated Date 06/28/2025 |
52 Weeks Range 48.03 - 50.43 | Updated Date 06/28/2025 |
Upturn AI SWOT
DoubleLine ETF Trust
ETF Overview
Overview
DoubleLine ETF Trust offers actively managed fixed income ETFs, seeking to provide current income and capital appreciation by investing primarily in debt securities. Their approach aims for consistent risk-adjusted returns in various market environments.
Reputation and Reliability
DoubleLine is a well-regarded investment management firm known for its expertise in fixed income investing and its founder, Jeffrey Gundlach.
Management Expertise
DoubleLine's management team is comprised of experienced fixed income professionals with a proven track record in managing fixed income portfolios.
Investment Objective
Goal
To seek current income and capital appreciation.
Investment Approach and Strategy
Strategy: Active management across various fixed income sectors including mortgage-backed securities, corporate bonds, and government debt.
Composition Primarily fixed income securities, including U.S. government and agency securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): Data Unavailable
Competitors
Key Competitors
- AGG
- LQD
- IEF
- BND
Competitive Landscape
The fixed income ETF market is highly competitive, dominated by large index-tracking funds. DoubleLine's active management strategy aims to differentiate itself, offering potential for outperformance but also exposing investors to manager risk. Large passive ETFs such as AGG and BND have the advantage of very low expense ratios.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: Data Unavailable
Liquidity
Average Trading Volume
The average trading volume is a good indicator of liquidity and ease of trading.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading, with narrower spreads indicating higher liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, inflation, and credit spreads significantly impact DoubleLine ETF Trust's performance.
Growth Trajectory
The ETF's growth depends on its ability to attract assets through consistent performance and effective marketing.
Moat and Competitive Advantages
Competitive Edge
DoubleLine's competitive edge lies in its active management, deep expertise in fixed income, and the reputation of Jeffrey Gundlach. Their active approach aims to outperform passive benchmarks by capitalizing on market inefficiencies and mispricings. This contrasts with passive ETFs that simply track an index. This active management comes at a higher cost but offers the potential for superior risk-adjusted returns.
Risk Analysis
Volatility
DoubleLine ETF Trust's volatility is dependent on the underlying volatility of the fixed income securities in its portfolio.
Market Risk
Interest rate risk, credit risk, and liquidity risk are the primary market risks associated with DoubleLine ETF Trust.
Investor Profile
Ideal Investor Profile
The ideal investor seeks current income and potential capital appreciation through fixed income, and is comfortable with active management and its associated risks and costs.
Market Risk
DoubleLine ETF Trust may be suitable for long-term investors seeking income and potential capital appreciation and who understand actively managed fixed income strategies.
Summary
DoubleLine ETF Trust offers an actively managed fixed income strategy aimed at generating current income and capital appreciation. It differentiates itself through active management and the expertise of DoubleLine's investment team. While active management offers potential for outperformance, it also comes with higher fees and manager risk. Investors should carefully consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DoubleLine Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market share data is based on publicly available information, which may be limited.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoubleLine ETF Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in income-producing instruments. Income-producing instruments include but are not limited to bonds, debt securities and other fixed income and income-producing instruments of any kind issued or guaranteed by governmental or non-governmental entities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.